Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Loveland is a financial advisor with over 40 years of experience in the industry. She has a strong track record of success in helping clients reach their financial goals. Nancy is a Certified Financial Planner™ and holds Series 7, 24, 63, and 65 licenses. She is currently registered with United Planners' Financial Services Of America A Limited Partner. Nancy has a passion for helping clients understand their financial needs and develop a personalized plan to achieve their goals. Nancy has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. She is committed to providing her clients with the highest level of service and personalized attention.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
08/20/2007 - Present
United Planners' Financial Services OF America A Limited Partner (PHOENIX AZ)
CA
02/14/2003 - 06/28/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
AZ
02/24/1995 - 02/18/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MD
06/02/1992 - 03/02/1995
CALVERT SECURITIES CORPORATION (BETHESDA MD)
CA
04/22/1983 - 06/04/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
10/20/1982 - 04/14/1983
FSC SECURITIES CORPORATION
IA
Issued 07/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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